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私有化是目前市场最大热点之一。中石油、中石化回购掀起的风暴早已波及到其他央企集团,中铝系是目前市场受益较大的股票,有关它的风吹草动,都被市场看作是一种信号。而其股价连续上涨,也预示着人们对中铝系股票回购的预期。然而,上周一则消息不得不引起我们的注意,那就是在人们回购预期之外,突现另外一种声音:中铝可能会进行资产置换来进行股权分置改革。日前在一个有色金属行业研讨会上,会上双方就此展开激烈争论,抛出资产置换的是有色金属研究会的处长,另一方是与会券商。双方各执一词,唇枪舌剑。那么,到底谁是谁非,中铝集团将如何在回购与资产置换之间选择?本期杂志封面专题就此进行具体分析,聚焦中铝集团在回购与资产置换之间的艰难选择。
Privatization is one of the biggest hot spots in the market. PetroChina, Sinopec repurchase set off the storm has spread to other central enterprises group, the Department of Aluminum is currently the market benefit from larger stocks, the signs of its turmoil, the market as a signal. The continuous rise in its stock price, but also indicates that people are expected to repurchase the Central Aluminum stock. However, a message last week had to draw our attention, that is, in addition to expectations of repurchase, another manifestation of another: Chinalco may carry out asset replacement for the share-trading reform. Recently in a non-ferrous metals industry seminar, the two sides held a heated debate at this meeting, throwing assets replacement is non-ferrous metal research director, the other is participating brokers. The two sides each stick to the word, tongue and tongue. So, who is right or wrong, how will Chinalco choose between repurchase and asset replacement? The cover story of this issue is specifically analyzed in this issue, focusing on Chinalco’s difficult choice between repurchase and asset replacement.